Filed February 13, 2020
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,703 | $54,370+4.3% | $82,763-31.5% | $68,490-17.2% |
| Participation rate | 94.4% | 63.9%+30.5pp | 72.6%+21.9pp | 67.9%+26.5pp |
| Annual return | -18.11% | -13.67%-4.4pp | 702.45%-720.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $8,572 | $2,219+286.3% | $3,008+184.9% | $2,597+230.1% |
| Participant deferral / active EE | $10,352 | $3,247+218.8% | $4,395+135.5% | $4,028+157.0% |
| Admin fee / account holder | $79 | $4,398-98.2% | $5,325-98.5% | $5,403-98.5% |